Summary
Overview
Work History
Education
Skills
Timeline
Generic

Taylor Johnson

Farmersville,TX

Summary

I used my past banking expertise to help obtain the needed new account documentation, opened new accounts, and help set up Quickbooks at Install Time Inc. My tenure as a Treasury Specialist II honed my customer service skills, ensuring seamless account opening/closing and training for Independent Financial's specialty clients. Achievements include streamlining account opening/closing processes and enhancing client onboarding efficiency. I was able to clear mass amounts of exceptions on the maintenance side of deposit ops in a short period of time. I am able to navigate in fast-paced environments, work well in groups, and able to contribute to help streamline new ideas.

Overview

11
11
years of professional experience

Work History

Accountant

Install Time Inc
Farmersville, TX
09.2022 - Current
  • Handled day-to-day accounting processes.
  • Reconciled accounts and reviewed expense data.
  • Documented cash, credit, accrued expenses, line of credit transactions, and managed quickbooks.
  • Identified significant tax savings opportunities by conducting in-depth research on applicable deductions and credits.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, and cash, and banking reconciliations.

Treasury Specialist II

Independent Financial
McKinney, TX
07.2013 - 09.2022
  • Opened new accounts for all of the Specialty group.
  • Created new account documentation for Specialty clients and new account signers.
  • Completed secondary reviews on accounts, scanned completed documents, maintenance and cleared exceptions in Doc-tracking.
  • Trained clients for online banking,wires, and RDC scanners.
  • Ensured all documentation with wires were up to date and correct.

Education

High School Diploma -

Farmersville High School
Farmersville
05-2011

Skills

  • Account opening/closing and knowledge all of documents required
  • Multitasking within a fast paced environment
  • Customer Service and training
  • Problem solving skills
  • Organization skills
  • Quickbooks

Timeline

Accountant

Install Time Inc
09.2022 - Current

Treasury Specialist II

Independent Financial
07.2013 - 09.2022

High School Diploma -

Farmersville High School
Taylor Johnson